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Adobe Sign for Microsoft Dynamics 365


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Easily send for digital signature and track & file contracts right within Microsoft Dynamics 365 CRM

Close deals faster when you add the power of Adobe Sign, Microsoft’s preferred e-signature solution, to Microsoft Dynamics. Simply log in to Microsoft Dynamics and send documents for digital signature within the app. Recipients can then sign contracts in a few clicks without installing software or signing up for an account. Once signed, the record is updated in Microsoft Dynamics and contracts are automatically saved and sent to each party — all in a matter of minutes.

Adobe Sign works seamlessly with Dynamics 365 Online and On-Premise to help you:
  • Send contracts, agreements, and other documents for signature in a single click — without ever leaving Dynamics CRM.
  • Recipients can sign and return contracts from a web browser or mobile device.
  • Merge data from Dynamics entities into contracts and push data from signers back into Dynamics.
  • Validate your contacts with inbuilt LinkedIn integration before sending the contract for signature.
  • Completely automate your contracting process by embedding Adobe Sign into multistep Microsoft Dynamics workflows.
  • Keep track of the document throughout the signing process with status updates within Dynamics.
  • Automatically attach signed documents and audit trails to the relevant Dynamics entity.

This package is compatible with Microsoft Dynamics 365 online and on-premise version 8.2 onwards. For previous versions of Dynamics CRM, please download a package from: https://www.adobe.com/go/dynamics_guide.

Licensing Information
Adobe Sign for Microsoft Dynamics CRM requires an Adobe Sign subscription plan. Try Adobe Sign for Microsoft Dynamics CRM by signing up for a free 30-day trial at https://adobe.com/go/dynamics-sign-trial.
To find the best subscription plan for your business visit https://adobe.com/go/esign-up or call us at 1-855-959-0100.